Copia Wealth Management Spdr Portfolio S&P 500 Value E Transaction History
Copia Wealth Management
- $135 Billion
- Q3 2025
A detailed history of Copia Wealth Management transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Copia Wealth Management holds 74,148 shares of SPYV stock, worth $4.16 Million. This represents 3.05% of its overall portfolio holdings.
Number of Shares
74,148
Previous 73,785
0.49%
Holding current value
$4.16 Million
Previous $3.86 Billion
6.23%
% of portfolio
3.05%
Previous 3.26%
Shares
4 transactions
Others Institutions Holding SPYV
# of Institutions
1,179Shares Held
475MCall Options Held
127KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA81.7MShares$4.59 Billion8.66% of portfolio
-
Lpl Financial LLC Fort Mill, SC46.4MShares$2.61 Billion0.8% of portfolio
-
Goldman Sachs Group Inc New York, NY22.2MShares$1.25 Billion0.16% of portfolio
-
Allworth Financial LP19.3MShares$1.08 Billion4.86% of portfolio
-
Morgan Stanley New York, NY8.97MShares$504 Million0.03% of portfolio